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Beacon Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,678
Closed -$202K – 328
2023
Q4 		$202K Buy
+2,678
New +$202K 0.02% 303